Ondas（1ONDS）株式概要オンダスホールディングスは、プライベートワイヤレス、ドローン、自動データソリューションを米国内外で提供している。 詳細1ONDS ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績3/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より59.3%で取引されている 収益は年間36.36%増加すると予測されています 今年は黒字化を達成 リスク分析過去1年間で株主の希薄化は大幅に進んだ 今後3年間の収益は年平均19.4%減少すると予測されている。 Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きい財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る1ONDS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW486,100 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA486,100 investors already sharing narrativesYour Fair Value€Current Price€8.1157.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-78m633m2016201920222025202620282031Revenue US$455.5mEarnings US$632.8mAdvancedSet Fair ValueView all narrativesOndas Inc. 競合他社EZconnSymbol: TWSE:6442Market cap: NT$112.9bSeSaSymbol: BIT:SESMarket cap: €1.5bT&S CommunicationsLtdSymbol: SZSE:300570Market cap: CN¥31.2bITISymbol: BSE:523610Market cap: ₹274.0b価格と性能株価の高値、安値、推移の概要Ondas過去の株価現在の株価US$8.1152週高値US$13.1852週安値US$5.55ベータ2.751ヶ月の変化26.92%3ヶ月変化7.28%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化36.99%最新ニュースお知らせ • 2hOndas Inc. (NasdaqCM:ONDS) acquired Cyberhawk Innovations Limited from Magnesium Capital LLP for approximately $125 million.Ondas Inc. (NasdaqCM:ONDS) entered into definitive agreement to acquire Cyberhawk Innovations Limited from Magnesium Capital LLP for approximately $125 million on June 18, 2026. Under the terms of the agreement, The consideration consisted of $118.2 million in cash and the issuance of 581,732 shares of Ondas' common stock. The shares issued to the sellers are subject to transfer restrictions for a period of one year following the completion date. For a period of 18 months following completion, the sellers are also subject to daily trading volume limitations. The transaction is subject subject to customary closing conditions and regulatory approvals. The expected completion of the transaction is third quarter of 2026. Lincoln International LLP acted as a financial advisor for Cyberhawk Innovations Limited. Andy Houghton, Harrison Stimson, Ian Sherwin, Ron Scharnberg and Katie Geddes of Reed Smith LLP acted as a legal advisor for Cyberhawk Innovations Limited, Reed Smith LLP acted as legal advisor for Magnesium Capital LLP. Ondas Inc. (NasdaqCM:ONDS) completed the acquisition of Cyberhawk Innovations Limited from Magnesium Capital LLP on August 10, 2026.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €7.71, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Communications industry in Europe.お知らせ • Jul 31Ondas Inc. to Report Q2, 2026 Results on Aug 13, 2026Ondas Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 13, 2026Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €6.95, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 14x in the Communications industry in Europe.Valuation Update With 7 Day Price Move • Jul 10Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €6.39, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Communications industry in Europe.お知らせ • Jul 07Ondas Inc. (NasdaqCM : ONDS) acquired DZYNE Technologies, LLC for $875 million.Ondas Inc. (NasdaqCM : ONDS) acquired DZYNE Technologies, LLC for $875 million on July 2, 2026. Under the terms of the transaction, DZYNE shareholders received $200 million in cash and approximately 85 million Ondas shares valued at approximately $675 million. The DZYNE shareholders, led by Highlander, will own approximately 13.8% of Ondas' outstanding shares. Of the 85 million shares, 45 million-more than half the equity consideration-are subject to a six-month lock-up. The transaction was financed through a cash and stock structure intended to align the incentives of DZYNE management and investors with Ondas' stockholders. As part of the acquisition, Ryan Hartman, Chief Executive Officer of World View, will serve as Chief Executive Officer of Ondas Sentinel, while Matt McCue, co-founder and Chief Executive Officer of DZYNE, will become Chief Technology Officer of Ondas Sentinel. Citizens Capital Markets and Advisor acted as the financial advisor and Akerman LLP and Snell & Wilmer, L.L.P. acted as the legal advisor to Ondas Inc. Baird Financial Group, Inc acted as the financial advisor and Baker McKenzie LLP acted as the legal advisor to DZYNE Technologies, LLC. Ondas Inc. (NasdaqCM : ONDS) completed the acquisition of DZYNE Technologies, LLC on July 2, 2026.最新情報をもっと見るRecent updatesお知らせ • 2hOndas Inc. (NasdaqCM:ONDS) acquired Cyberhawk Innovations Limited from Magnesium Capital LLP for approximately $125 million.Ondas Inc. (NasdaqCM:ONDS) entered into definitive agreement to acquire Cyberhawk Innovations Limited from Magnesium Capital LLP for approximately $125 million on June 18, 2026. Under the terms of the agreement, The consideration consisted of $118.2 million in cash and the issuance of 581,732 shares of Ondas' common stock. The shares issued to the sellers are subject to transfer restrictions for a period of one year following the completion date. For a period of 18 months following completion, the sellers are also subject to daily trading volume limitations. The transaction is subject subject to customary closing conditions and regulatory approvals. The expected completion of the transaction is third quarter of 2026. Lincoln International LLP acted as a financial advisor for Cyberhawk Innovations Limited. Andy Houghton, Harrison Stimson, Ian Sherwin, Ron Scharnberg and Katie Geddes of Reed Smith LLP acted as a legal advisor for Cyberhawk Innovations Limited, Reed Smith LLP acted as legal advisor for Magnesium Capital LLP. Ondas Inc. (NasdaqCM:ONDS) completed the acquisition of Cyberhawk Innovations Limited from Magnesium Capital LLP on August 10, 2026.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €7.71, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Communications industry in Europe.お知らせ • Jul 31Ondas Inc. to Report Q2, 2026 Results on Aug 13, 2026Ondas Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 13, 2026Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €6.95, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 14x in the Communications industry in Europe.Valuation Update With 7 Day Price Move • Jul 10Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €6.39, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Communications industry in Europe.お知らせ • Jul 07Ondas Inc. (NasdaqCM : ONDS) acquired DZYNE Technologies, LLC for $875 million.Ondas Inc. (NasdaqCM : ONDS) acquired DZYNE Technologies, LLC for $875 million on July 2, 2026. Under the terms of the transaction, DZYNE shareholders received $200 million in cash and approximately 85 million Ondas shares valued at approximately $675 million. The DZYNE shareholders, led by Highlander, will own approximately 13.8% of Ondas' outstanding shares. Of the 85 million shares, 45 million-more than half the equity consideration-are subject to a six-month lock-up. The transaction was financed through a cash and stock structure intended to align the incentives of DZYNE management and investors with Ondas' stockholders. As part of the acquisition, Ryan Hartman, Chief Executive Officer of World View, will serve as Chief Executive Officer of Ondas Sentinel, while Matt McCue, co-founder and Chief Executive Officer of DZYNE, will become Chief Technology Officer of Ondas Sentinel. Citizens Capital Markets and Advisor acted as the financial advisor and Akerman LLP and Snell & Wilmer, L.L.P. acted as the legal advisor to Ondas Inc. Baird Financial Group, Inc acted as the financial advisor and Baker McKenzie LLP acted as the legal advisor to DZYNE Technologies, LLC. Ondas Inc. (NasdaqCM : ONDS) completed the acquisition of DZYNE Technologies, LLC on July 2, 2026.Valuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €6.71, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Communications industry in Europe.お知らせ • Jun 19Ondas Inc. (NasdaqCM:ONDS) entered into definitive agreement to acquire Cyberhawk Innovations Limited from Magnesium Capital LLP for approximately $125 million.Ondas Inc. (NasdaqCM:ONDS) entered into definitive agreement to acquire Cyberhawk Innovations Limited from Magnesium Capital LLP for approximately $125 million on June 18, 2026. Under the terms of the agreement, the transaction is valued at approximately $125 million. Approximately 95% of the purchase price will be funded in cash, with certain members of the Cyberhawk leadership team electing to roll approximately $5 million of proceeds into Ondas common stock, with a one-year lock-up, subject to certain exceptions. The consideration will be financed thorough cash on hand and Ondas common stock. The transaction is subject subject to customary closing conditions and regulatory approvals. The expected completion of the transaction is third quarter of 2026. Lincoln International LLP acted as a financial advisor for Cyberhawk Innovations Limited. Andy Houghton, Harrison Stimson, Ian Sherwin, Ron Scharnberg and Katie Geddes of Reed Smith LLP acted as a legal advisor for Cyberhawk Innovations Limited, Reed Smith LLP acted as legal advisor for Magnesium Capital LLP.Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €7.78, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 21x in the Communications industry in Europe.お知らせ • May 19Ondas Inc. (NasdaqCM:ONDS) entered into a Share Purchase Agreement to acquire Omnisys for approximately $259 millionOndas Inc. (NasdaqCM:ONDS) entered into a Share Purchase Agreement to acquire Omnisys for approximately $259 million on May 16, 2026. At the closing of the Acquisition, upon the terms and subject to the conditions set forth in the Agreement, the Company shall pay an aggregate amount of $199,000,000 of shares of the Company's common stock, par value $0.0001 per share subject to certain adjustments set forth in the Agreement of which (i) $29,000,000 of Common Stock shall be paid on the closing of the Acquisition, (ii) $142,500,000 of Common Stock shall be paid in five equal installments within twenty days following the closing of the Acquisition, and (iii) the balance of the Purchase Price shall be paid in Common Stock on the twenty-forth Trading Day (as defined in the Agreement) following the closing of the Acquisition. Additionally, pursuant to the terms of the Agreement, for three years after the closing of the Acquisition, the Company Shareholders have an opportunity to earn an additional aggregate amount of up to $60,000,000 in contingent earn-out payments, subject to certain milestones as set forth in the Agreement, payable in Common Stock The expected completion of the transaction is April 1, 2026 to June 30, 2026.Reported Earnings • May 15First quarter 2026 earnings released: EPS: US$0.77 (vs US$0.15 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.77 (up from US$0.15 loss in 1Q 2025). Revenue: US$50.1m (up US$45.9m from 1Q 2025). Net income: US$361.3m (up US$376.6m from 1Q 2025). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Communications industry in Europe.お知らせ • Apr 30Ondas Inc. to Report Q1, 2026 Results on May 14, 2026Ondas Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 14, 2026お知らせ • Apr 25Ondas Inc. (NasdaqCM:ONDS) completed the acquisition of Mistral, Inc. from Shoshana Banai.Ondas Inc. (NasdaqCM:ONDS) agreed to acquire Mistral, Inc. for approximately $180 million from Shoshana Banai on March 8, 2026. The consideration consists of common equity of Ondas Inc. having a value of $122.5 million to be issued for common equity of Mistral, Inc. Remaining $52.5 million common equity shall be deposited into an escrow account and released as follows: $26.25 million on the first anniversary of the closing of the Merger, $13.125 million on the second anniversary of the closing of the Merger, and $13.125 million on the third anniversary of the closing of the Merger. Eyal Banai shall be employed as the Chief Executive Officer of the Surviving Entity The transaction is subject to approval under subject HSR Act and approval of offer by acquirer shareholders. The Merger is expected to close in the second quarter of 2026. Christina Russo of Akerman LLP acted as legal advisor for Ondas Inc. Allison Alexander and Eric Kronman of Fluet & Associates, PLLC acted as legal advisor for Shoshana Banai. Kathleen Connelly of U.S. Bank National Association acted as agent in the transaction. Ondas Inc. (NasdaqCM:ONDS) completed the acquisition of Mistral, Inc. from Shoshana Banai on April 24, 2026.お知らせ • Apr 13Ondas Inc., Annual General Meeting, May 28, 2026Ondas Inc., Annual General Meeting, May 28, 2026. Location: akerman llp at 777 south flagler drive, suite 1100 west tower, west palm beach, florida 33401., United Statesお知らせ • Apr 03Ondas Inc. (NasdaqCM:ONDS) completed the acquisition of World View Enterprises, Inc. for $140 million.Ondas Inc. (NasdaqCM:ONDS) agreed to acquire World View Enterprises, Inc. for $150 million on March 23, 2026. A cash consideration of $20.5 million will be paid by Ondas Inc. As part of consideration, $150 million is paid towards common equity of World View Enterprises, Inc. Devin J. Heckman, Robert Goedert, Joshua Greenblatt, and Mary T. Reale of Kirkland & Ellis LLP acted as legal advisor to Accel Management Co, Inc. Christina Russo, David Birke, and Matthew Hendy of Akerman LLP acted as legal advisor for Ondas Inc. Milson Yu and Rishab Kumar of Cooley LLP acted as legal advisor for World View Enterprises, Inc Ondas Inc. (NasdaqCM:ONDS) completed the acquisition of World View Enterprises, Inc. for $140 million on April 1, 2026. The consideration consists of up to 12,775,219 shares of Ondas common stock of which 99,233 Shares were deposited into an escrow account, and approximately $7.3 million cash towards outstanding obligations.Breakeven Date Change • Mar 26No longer forecast to breakevenThe 7 analysts covering Ondas no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$11.0m in 2028. New consensus forecast suggests the company will make a loss of US$78.0m in 2028.Reported Earnings • Mar 25Full year 2025 earnings released: US$0.62 loss per share (vs US$0.61 loss in FY 2024)Full year 2025 results: US$0.62 loss per share (further deteriorated from US$0.61 loss in FY 2024). Revenue: US$50.7m (up US$43.5m from FY 2024). Net loss: US$137.2m (loss widened 223% from FY 2024). Revenue is forecast to grow 80% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Communications industry in Europe.お知らせ • Mar 24Ondas Inc. (NasdaqCM:ONDS) agreed to acquire World View Enterprises, Inc. for $150 Million.Ondas Inc. (NasdaqCM:ONDS) agreed to acquire World View Enterprises, Inc. for $150 Million on March 23, 2026.A cash consideration of $20.5 million will be paid by Ondas Inc. As part of consideration, $150 million is paid towards common equity of World View Enterprises, Inc.お知らせ • Mar 12Ondas Inc. (NasdaqCM:ONDS) acquired Bird Aerosystems Ltd for approximately $110 million.Ondas Inc. (NasdaqCM:ONDS) entered into a Share Purchase Agreement to acquire Bird Aerosystems Ltd for approximately $110 million on March 11, 2026. A cash consideration of $5.17 million will be paid by Ondas Inc. and and the issuance of 6,933,110 shares of common stock. A second payment phase is scheduled for seven days after closing, requiring Ondas to provide an additional $37.88 million in value; while this is primarily structured as common stock, the company maintains the sole discretion to settle any portion of this additional amount in cash. As part of consideration, $112.45 million is paid towards common equity of Bird Aerosystems Ltd. Following its integration with Ondas, BIRD Aerosystems will also expand its technologies into the rapidly growing market of unmanned aerial platform protection, enabling advanced missile protection solutions designed for next-generation unmanned aircraft systems. Snell & Wilmer, L.L.P. acted as legal advisor for Ondas Inc. Ondas Inc. (NasdaqCM:ONDS) completed the acquisition of Bird Aerosystems Ltd on March 11, 2026.お知らせ • Mar 10Ondas Inc. (NasdaqCM:ONDS) agreed to acquire Mistral, Inc. for approximately $180 million from Shoshana Banai.Ondas Inc. (NasdaqCM:ONDS) agreed to acquire Mistral, Inc. for approximately $180 million from Shoshana Banai on March 8, 2026. The consideration consists of common equity of Ondas Inc. having a value of $122.5 million to be issued for common equity of Mistral, Inc. Remaining $52.5 million common equity shall be deposited into an escrow account and released as follows: $26.25 million on the first anniversary of the closing of the Merger, $13.125 million on the second anniversary of the closing of the Merger, and $13.125 million on the third anniversary of the closing of the Merger. Eyal Banai shall be employed as the Chief Executive Officer of the Surviving Entity The transaction is subject to approval under subject HSR Act and approval of offer by acquirer shareholders. The Merger is expected to close in the second quarter of 2026. Christina Russo of Akerman LLP acted as legal advisor for Ondas Inc. Allison Alexander and Eric Kronman of Fluet & Associates, PLLC acted as legal advisor for Shoshana Banai. Kathleen Connelly of U.S. Bank National Association acted as agent in the transaction.お知らせ • Mar 09Ondas Inc. to Report Q4, 2025 Results on Mar 25, 2026Ondas Inc. announced that they will report Q4, 2025 results on Mar 25, 2026New Risk • Jan 21New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$48m Forecast net loss in 3 years: US$1.4m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Shareholders have been substantially diluted in the past year (342% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$1.4m net loss in 3 years). Significant insider selling over the past 3 months (€3.9m sold).Breakeven Date Change • Jan 20Forecast to breakeven in 2028The 6 analysts covering Ondas expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$19.3m in 2028. Average annual earnings growth of 52% is required to achieve expected profit on schedule.お知らせ • Jan 13Ondas Holdings Inc. has completed a Follow-on Equity Offering in the amount of $999.995828 million.Ondas Holdings Inc. has completed a Follow-on Equity Offering in the amount of $999.995828 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 19,000,000 Price\Range: $16.45 Discount Per Security: $0.658 Security Name: Pre-Funded Warrants Security Type: Equity Warrant Securities Offered: 41,790,274 Price\Range: $16.4499 Discount Per Security: $0.658 Transaction Features: Registered Direct Offeringお知らせ • Jan 10Ondas Holdings Inc. has completed a Follow-on Equity Offering in the amount of $999.995828 million.Ondas Holdings Inc. has completed a Follow-on Equity Offering in the amount of $999.995828 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 19,000,000 Price\Range: $16.45 Discount Per Security: $0.658 Security Name: Pre-Funded Warrants Security Type: Equity Warrant Securities Offered: 41,790,274 Price\Range: $16.4499 Discount Per Security: $0.658 Transaction Features: Registered Direct Offeringお知らせ • Jan 09Ondas Holdings Inc. has filed a Follow-on Equity Offering.Ondas Holdings Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Security Name: Pre-Funded Warrants Security Type: Equity Warrant Transaction Features: Registered Direct OfferingRecent Insider Transactions • Jan 02Chairman recently sold €3.9m worth of stockOn the 31st of December, Eric Brock sold around 475k shares on-market at roughly €8.27 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Eric's only on-market trade for the last 12 months.Board Change • Nov 26High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. 1 highly experienced director. Member of Technology Advisory Board Massoud Amin is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.株主還元1ONDSIT CommunicationsIT 市場7D6.6%-3.4%0.1%1Yn/a70.6%23.7%株主還元を見る業界別リターン: 1ONDSがItalian Communications業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 1ONDS Italian市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 1ONDS's price volatile compared to industry and market?1ONDS volatility1ONDS Average Weekly Movement16.6%Communications Industry Average Movement6.3%Market Average Movement4.5%10% most volatile stocks in IT Market8.2%10% least volatile stocks in IT Market2.8%安定した株価: 1ONDSの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1ONDSの weekly volatility ( 17% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2014477Eric Brockwww.ondas.comオンダスホールディングスは、プライベートワイヤレス、ドローン、自動データソリューションを米国内外で提供している。2つのセグメントで事業を展開：オンダス・ネットワークスとオンダス・オートノミー・システムズ。同社は、広域ブロードバンドネットワーク用のソフトウェア無線（SDR）プラットフォームであるFullMAXの設計、開発、製造、販売、サポートを行っている。同社のFullMAX SDRプラットフォームは、真にミッションクリティカルなアプリケーション向けに、安全で信頼性の高い産業グレードの接続を可能にする。同社は、画像処理ペイロードを搭載したAI搭載ドローン「Optimus」、ハウジング、データ処理、クラウド転送用の堅牢な耐候性ベースステーション「Airbase」、世界中のどこからでもシステム、データ、分析結果へのリモートインタラクションを可能にするセキュアなウェブポータルとAPI「Insightful」、敵対的ドローンの脅威から重要なインフラ、資産、人々を守るセキュリティおよび対ドローンシステム「Raider」を提供している。鉄道、エネルギー、鉱業、農業、公共安全、重要インフラ、政府市場のユーザーにサービスを提供している。同社は2014年に法人化され、マサチューセッツ州ボストンに本社を置いている。もっと見るOndas Inc. 基礎のまとめOndas の収益と売上を時価総額と比較するとどうか。1ONDS 基礎統計学時価総額€4.60b収益（TTM）€116.28m売上高(TTM)€83.70m41.4xPER（株価収益率57.5xP/Sレシオ1ONDS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1ONDS 損益計算書（TTM）収益US$96.61m売上原価US$53.28m売上総利益US$43.33mその他の費用-US$90.88m収益US$134.21m直近の収益報告Mar 31, 2026次回決算日Aug 13, 2026一株当たり利益（EPS）0.24グロス・マージン44.85%純利益率138.93%有利子負債／自己資本比率0.4%1ONDS の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/11 14:18終値2026/08/11 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ondas Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Amit DayalH.C. Wainwright & Co.Jon HickmanLadenburg Thalmann & CompanyMichael LeggLadenburg Thalmann & Company7 その他のアナリストを表示
お知らせ • 2hOndas Inc. (NasdaqCM:ONDS) acquired Cyberhawk Innovations Limited from Magnesium Capital LLP for approximately $125 million.Ondas Inc. (NasdaqCM:ONDS) entered into definitive agreement to acquire Cyberhawk Innovations Limited from Magnesium Capital LLP for approximately $125 million on June 18, 2026. Under the terms of the agreement, The consideration consisted of $118.2 million in cash and the issuance of 581,732 shares of Ondas' common stock. The shares issued to the sellers are subject to transfer restrictions for a period of one year following the completion date. For a period of 18 months following completion, the sellers are also subject to daily trading volume limitations. The transaction is subject subject to customary closing conditions and regulatory approvals. The expected completion of the transaction is third quarter of 2026. Lincoln International LLP acted as a financial advisor for Cyberhawk Innovations Limited. Andy Houghton, Harrison Stimson, Ian Sherwin, Ron Scharnberg and Katie Geddes of Reed Smith LLP acted as a legal advisor for Cyberhawk Innovations Limited, Reed Smith LLP acted as legal advisor for Magnesium Capital LLP. Ondas Inc. (NasdaqCM:ONDS) completed the acquisition of Cyberhawk Innovations Limited from Magnesium Capital LLP on August 10, 2026.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €7.71, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Communications industry in Europe.
お知らせ • Jul 31Ondas Inc. to Report Q2, 2026 Results on Aug 13, 2026Ondas Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 13, 2026
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €6.95, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 14x in the Communications industry in Europe.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €6.39, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Communications industry in Europe.
お知らせ • Jul 07Ondas Inc. (NasdaqCM : ONDS) acquired DZYNE Technologies, LLC for $875 million.Ondas Inc. (NasdaqCM : ONDS) acquired DZYNE Technologies, LLC for $875 million on July 2, 2026. Under the terms of the transaction, DZYNE shareholders received $200 million in cash and approximately 85 million Ondas shares valued at approximately $675 million. The DZYNE shareholders, led by Highlander, will own approximately 13.8% of Ondas' outstanding shares. Of the 85 million shares, 45 million-more than half the equity consideration-are subject to a six-month lock-up. The transaction was financed through a cash and stock structure intended to align the incentives of DZYNE management and investors with Ondas' stockholders. As part of the acquisition, Ryan Hartman, Chief Executive Officer of World View, will serve as Chief Executive Officer of Ondas Sentinel, while Matt McCue, co-founder and Chief Executive Officer of DZYNE, will become Chief Technology Officer of Ondas Sentinel. Citizens Capital Markets and Advisor acted as the financial advisor and Akerman LLP and Snell & Wilmer, L.L.P. acted as the legal advisor to Ondas Inc. Baird Financial Group, Inc acted as the financial advisor and Baker McKenzie LLP acted as the legal advisor to DZYNE Technologies, LLC. Ondas Inc. (NasdaqCM : ONDS) completed the acquisition of DZYNE Technologies, LLC on July 2, 2026.
お知らせ • 2hOndas Inc. (NasdaqCM:ONDS) acquired Cyberhawk Innovations Limited from Magnesium Capital LLP for approximately $125 million.Ondas Inc. (NasdaqCM:ONDS) entered into definitive agreement to acquire Cyberhawk Innovations Limited from Magnesium Capital LLP for approximately $125 million on June 18, 2026. Under the terms of the agreement, The consideration consisted of $118.2 million in cash and the issuance of 581,732 shares of Ondas' common stock. The shares issued to the sellers are subject to transfer restrictions for a period of one year following the completion date. For a period of 18 months following completion, the sellers are also subject to daily trading volume limitations. The transaction is subject subject to customary closing conditions and regulatory approvals. The expected completion of the transaction is third quarter of 2026. Lincoln International LLP acted as a financial advisor for Cyberhawk Innovations Limited. Andy Houghton, Harrison Stimson, Ian Sherwin, Ron Scharnberg and Katie Geddes of Reed Smith LLP acted as a legal advisor for Cyberhawk Innovations Limited, Reed Smith LLP acted as legal advisor for Magnesium Capital LLP. Ondas Inc. (NasdaqCM:ONDS) completed the acquisition of Cyberhawk Innovations Limited from Magnesium Capital LLP on August 10, 2026.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €7.71, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Communications industry in Europe.
お知らせ • Jul 31Ondas Inc. to Report Q2, 2026 Results on Aug 13, 2026Ondas Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 13, 2026
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €6.95, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 14x in the Communications industry in Europe.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €6.39, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Communications industry in Europe.
お知らせ • Jul 07Ondas Inc. (NasdaqCM : ONDS) acquired DZYNE Technologies, LLC for $875 million.Ondas Inc. (NasdaqCM : ONDS) acquired DZYNE Technologies, LLC for $875 million on July 2, 2026. Under the terms of the transaction, DZYNE shareholders received $200 million in cash and approximately 85 million Ondas shares valued at approximately $675 million. The DZYNE shareholders, led by Highlander, will own approximately 13.8% of Ondas' outstanding shares. Of the 85 million shares, 45 million-more than half the equity consideration-are subject to a six-month lock-up. The transaction was financed through a cash and stock structure intended to align the incentives of DZYNE management and investors with Ondas' stockholders. As part of the acquisition, Ryan Hartman, Chief Executive Officer of World View, will serve as Chief Executive Officer of Ondas Sentinel, while Matt McCue, co-founder and Chief Executive Officer of DZYNE, will become Chief Technology Officer of Ondas Sentinel. Citizens Capital Markets and Advisor acted as the financial advisor and Akerman LLP and Snell & Wilmer, L.L.P. acted as the legal advisor to Ondas Inc. Baird Financial Group, Inc acted as the financial advisor and Baker McKenzie LLP acted as the legal advisor to DZYNE Technologies, LLC. Ondas Inc. (NasdaqCM : ONDS) completed the acquisition of DZYNE Technologies, LLC on July 2, 2026.
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €6.71, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Communications industry in Europe.
お知らせ • Jun 19Ondas Inc. (NasdaqCM:ONDS) entered into definitive agreement to acquire Cyberhawk Innovations Limited from Magnesium Capital LLP for approximately $125 million.Ondas Inc. (NasdaqCM:ONDS) entered into definitive agreement to acquire Cyberhawk Innovations Limited from Magnesium Capital LLP for approximately $125 million on June 18, 2026. Under the terms of the agreement, the transaction is valued at approximately $125 million. Approximately 95% of the purchase price will be funded in cash, with certain members of the Cyberhawk leadership team electing to roll approximately $5 million of proceeds into Ondas common stock, with a one-year lock-up, subject to certain exceptions. The consideration will be financed thorough cash on hand and Ondas common stock. The transaction is subject subject to customary closing conditions and regulatory approvals. The expected completion of the transaction is third quarter of 2026. Lincoln International LLP acted as a financial advisor for Cyberhawk Innovations Limited. Andy Houghton, Harrison Stimson, Ian Sherwin, Ron Scharnberg and Katie Geddes of Reed Smith LLP acted as a legal advisor for Cyberhawk Innovations Limited, Reed Smith LLP acted as legal advisor for Magnesium Capital LLP.
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €7.78, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 21x in the Communications industry in Europe.
お知らせ • May 19Ondas Inc. (NasdaqCM:ONDS) entered into a Share Purchase Agreement to acquire Omnisys for approximately $259 millionOndas Inc. (NasdaqCM:ONDS) entered into a Share Purchase Agreement to acquire Omnisys for approximately $259 million on May 16, 2026. At the closing of the Acquisition, upon the terms and subject to the conditions set forth in the Agreement, the Company shall pay an aggregate amount of $199,000,000 of shares of the Company's common stock, par value $0.0001 per share subject to certain adjustments set forth in the Agreement of which (i) $29,000,000 of Common Stock shall be paid on the closing of the Acquisition, (ii) $142,500,000 of Common Stock shall be paid in five equal installments within twenty days following the closing of the Acquisition, and (iii) the balance of the Purchase Price shall be paid in Common Stock on the twenty-forth Trading Day (as defined in the Agreement) following the closing of the Acquisition. Additionally, pursuant to the terms of the Agreement, for three years after the closing of the Acquisition, the Company Shareholders have an opportunity to earn an additional aggregate amount of up to $60,000,000 in contingent earn-out payments, subject to certain milestones as set forth in the Agreement, payable in Common Stock The expected completion of the transaction is April 1, 2026 to June 30, 2026.
Reported Earnings • May 15First quarter 2026 earnings released: EPS: US$0.77 (vs US$0.15 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.77 (up from US$0.15 loss in 1Q 2025). Revenue: US$50.1m (up US$45.9m from 1Q 2025). Net income: US$361.3m (up US$376.6m from 1Q 2025). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Communications industry in Europe.
お知らせ • Apr 30Ondas Inc. to Report Q1, 2026 Results on May 14, 2026Ondas Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 14, 2026
お知らせ • Apr 25Ondas Inc. (NasdaqCM:ONDS) completed the acquisition of Mistral, Inc. from Shoshana Banai.Ondas Inc. (NasdaqCM:ONDS) agreed to acquire Mistral, Inc. for approximately $180 million from Shoshana Banai on March 8, 2026. The consideration consists of common equity of Ondas Inc. having a value of $122.5 million to be issued for common equity of Mistral, Inc. Remaining $52.5 million common equity shall be deposited into an escrow account and released as follows: $26.25 million on the first anniversary of the closing of the Merger, $13.125 million on the second anniversary of the closing of the Merger, and $13.125 million on the third anniversary of the closing of the Merger. Eyal Banai shall be employed as the Chief Executive Officer of the Surviving Entity The transaction is subject to approval under subject HSR Act and approval of offer by acquirer shareholders. The Merger is expected to close in the second quarter of 2026. Christina Russo of Akerman LLP acted as legal advisor for Ondas Inc. Allison Alexander and Eric Kronman of Fluet & Associates, PLLC acted as legal advisor for Shoshana Banai. Kathleen Connelly of U.S. Bank National Association acted as agent in the transaction. Ondas Inc. (NasdaqCM:ONDS) completed the acquisition of Mistral, Inc. from Shoshana Banai on April 24, 2026.
お知らせ • Apr 13Ondas Inc., Annual General Meeting, May 28, 2026Ondas Inc., Annual General Meeting, May 28, 2026. Location: akerman llp at 777 south flagler drive, suite 1100 west tower, west palm beach, florida 33401., United States
お知らせ • Apr 03Ondas Inc. (NasdaqCM:ONDS) completed the acquisition of World View Enterprises, Inc. for $140 million.Ondas Inc. (NasdaqCM:ONDS) agreed to acquire World View Enterprises, Inc. for $150 million on March 23, 2026. A cash consideration of $20.5 million will be paid by Ondas Inc. As part of consideration, $150 million is paid towards common equity of World View Enterprises, Inc. Devin J. Heckman, Robert Goedert, Joshua Greenblatt, and Mary T. Reale of Kirkland & Ellis LLP acted as legal advisor to Accel Management Co, Inc. Christina Russo, David Birke, and Matthew Hendy of Akerman LLP acted as legal advisor for Ondas Inc. Milson Yu and Rishab Kumar of Cooley LLP acted as legal advisor for World View Enterprises, Inc Ondas Inc. (NasdaqCM:ONDS) completed the acquisition of World View Enterprises, Inc. for $140 million on April 1, 2026. The consideration consists of up to 12,775,219 shares of Ondas common stock of which 99,233 Shares were deposited into an escrow account, and approximately $7.3 million cash towards outstanding obligations.
Breakeven Date Change • Mar 26No longer forecast to breakevenThe 7 analysts covering Ondas no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$11.0m in 2028. New consensus forecast suggests the company will make a loss of US$78.0m in 2028.
Reported Earnings • Mar 25Full year 2025 earnings released: US$0.62 loss per share (vs US$0.61 loss in FY 2024)Full year 2025 results: US$0.62 loss per share (further deteriorated from US$0.61 loss in FY 2024). Revenue: US$50.7m (up US$43.5m from FY 2024). Net loss: US$137.2m (loss widened 223% from FY 2024). Revenue is forecast to grow 80% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Communications industry in Europe.
お知らせ • Mar 24Ondas Inc. (NasdaqCM:ONDS) agreed to acquire World View Enterprises, Inc. for $150 Million.Ondas Inc. (NasdaqCM:ONDS) agreed to acquire World View Enterprises, Inc. for $150 Million on March 23, 2026.A cash consideration of $20.5 million will be paid by Ondas Inc. As part of consideration, $150 million is paid towards common equity of World View Enterprises, Inc.
お知らせ • Mar 12Ondas Inc. (NasdaqCM:ONDS) acquired Bird Aerosystems Ltd for approximately $110 million.Ondas Inc. (NasdaqCM:ONDS) entered into a Share Purchase Agreement to acquire Bird Aerosystems Ltd for approximately $110 million on March 11, 2026. A cash consideration of $5.17 million will be paid by Ondas Inc. and and the issuance of 6,933,110 shares of common stock. A second payment phase is scheduled for seven days after closing, requiring Ondas to provide an additional $37.88 million in value; while this is primarily structured as common stock, the company maintains the sole discretion to settle any portion of this additional amount in cash. As part of consideration, $112.45 million is paid towards common equity of Bird Aerosystems Ltd. Following its integration with Ondas, BIRD Aerosystems will also expand its technologies into the rapidly growing market of unmanned aerial platform protection, enabling advanced missile protection solutions designed for next-generation unmanned aircraft systems. Snell & Wilmer, L.L.P. acted as legal advisor for Ondas Inc. Ondas Inc. (NasdaqCM:ONDS) completed the acquisition of Bird Aerosystems Ltd on March 11, 2026.
お知らせ • Mar 10Ondas Inc. (NasdaqCM:ONDS) agreed to acquire Mistral, Inc. for approximately $180 million from Shoshana Banai.Ondas Inc. (NasdaqCM:ONDS) agreed to acquire Mistral, Inc. for approximately $180 million from Shoshana Banai on March 8, 2026. The consideration consists of common equity of Ondas Inc. having a value of $122.5 million to be issued for common equity of Mistral, Inc. Remaining $52.5 million common equity shall be deposited into an escrow account and released as follows: $26.25 million on the first anniversary of the closing of the Merger, $13.125 million on the second anniversary of the closing of the Merger, and $13.125 million on the third anniversary of the closing of the Merger. Eyal Banai shall be employed as the Chief Executive Officer of the Surviving Entity The transaction is subject to approval under subject HSR Act and approval of offer by acquirer shareholders. The Merger is expected to close in the second quarter of 2026. Christina Russo of Akerman LLP acted as legal advisor for Ondas Inc. Allison Alexander and Eric Kronman of Fluet & Associates, PLLC acted as legal advisor for Shoshana Banai. Kathleen Connelly of U.S. Bank National Association acted as agent in the transaction.
お知らせ • Mar 09Ondas Inc. to Report Q4, 2025 Results on Mar 25, 2026Ondas Inc. announced that they will report Q4, 2025 results on Mar 25, 2026
New Risk • Jan 21New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$48m Forecast net loss in 3 years: US$1.4m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Shareholders have been substantially diluted in the past year (342% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$1.4m net loss in 3 years). Significant insider selling over the past 3 months (€3.9m sold).
Breakeven Date Change • Jan 20Forecast to breakeven in 2028The 6 analysts covering Ondas expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$19.3m in 2028. Average annual earnings growth of 52% is required to achieve expected profit on schedule.
お知らせ • Jan 13Ondas Holdings Inc. has completed a Follow-on Equity Offering in the amount of $999.995828 million.Ondas Holdings Inc. has completed a Follow-on Equity Offering in the amount of $999.995828 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 19,000,000 Price\Range: $16.45 Discount Per Security: $0.658 Security Name: Pre-Funded Warrants Security Type: Equity Warrant Securities Offered: 41,790,274 Price\Range: $16.4499 Discount Per Security: $0.658 Transaction Features: Registered Direct Offering
お知らせ • Jan 10Ondas Holdings Inc. has completed a Follow-on Equity Offering in the amount of $999.995828 million.Ondas Holdings Inc. has completed a Follow-on Equity Offering in the amount of $999.995828 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 19,000,000 Price\Range: $16.45 Discount Per Security: $0.658 Security Name: Pre-Funded Warrants Security Type: Equity Warrant Securities Offered: 41,790,274 Price\Range: $16.4499 Discount Per Security: $0.658 Transaction Features: Registered Direct Offering
お知らせ • Jan 09Ondas Holdings Inc. has filed a Follow-on Equity Offering.Ondas Holdings Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Security Name: Pre-Funded Warrants Security Type: Equity Warrant Transaction Features: Registered Direct Offering
Recent Insider Transactions • Jan 02Chairman recently sold €3.9m worth of stockOn the 31st of December, Eric Brock sold around 475k shares on-market at roughly €8.27 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Eric's only on-market trade for the last 12 months.
Board Change • Nov 26High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. 1 highly experienced director. Member of Technology Advisory Board Massoud Amin is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
